Welch Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Hold |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.64M | Hold |
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|
2024
Q4 | $1.34M | Hold |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1,000K | Hold |
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|
2023
Q4 | $965K | Hold |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $961K | Hold |
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|
2022
Q4 | $878K | Sell |
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|
2022
Q3 | $898K | Buy |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $960K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $142K | Buy |
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